What to Bring

Use this list to make sure you have received all your tax related documents.

List of documents to reference

1. Wage statements/W-2s
2. Self-employment business income and expenses/1099-MISC
3. Commissions received/paid
4. Pension, retirement income/1099-R
5. Unemployment income/1099-G
6. Canceled Debt Amount/1099-C
7. Social Security income/SSA-1099
8. IRA contributions
9. Statements on the sales of stocks or bonds/1099-B
10. Interest and dividend income /1099-INT/1099-DIV
11. Lottery or gambling winnings/losses
12. State refund amount/1099-G
13. Income and expenses from rentals
14. Alimony paid or received
15. Record of purchase or sale of residence
16. Medical and dental expenses
17. Real estate and personal property taxes

1. State or local taxes paid
2. Estimated taxes or foreign taxes paid
3. Cash and non-cash charitable donations
4. Mortgage or home equity loan interest paid/1098
5. Unreimbursed employment-related expenses
6. Job-related educational expenses
7. Educator expenses
8. Tuition and Education Fees/1098-T
9. Student loan interest/1098-E
10. Casualty or theft losses
11. Child care expenses and provider information
12. Social Security card(s)
13. Driver’s License(s)
14. Dependants’ Social Security numbers and dates of birth
15. Information concerning your Stimulus payment check
16. Last year’s Federal and State tax return